--- title: "Managing Lead Profiles" slug: "managing-lead-profiles" updated: 2026-07-14T21:12:53Z published: 2026-07-14T21:12:53Z canonical: "www.procaresupport.com/managing-lead-profiles" --- > ## Documentation Index > Fetch the complete documentation index at: https://www.procaresupport.com/llms.txt > Use this file to discover all available pages before exploring further. # Managing Lead Profiles > [!NOTE] > Navigation Changes > > The **Leads** and **Registration** sections are now under **Enrollment**. When a new family shows interest in your school or center, you can create a lead profile to help manage their information, track their progress throughout the system and communicate via email or text messages. ## View a Lead Profile 1. Go to **Enrollment > Leads**. ![navigation enrollment leads](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/navigation-enrollment-leads.png) 2. Select a lead. - The left side of the window displays the lead and parent/guardian information in the **Lead Details** section. - The right side of the window displays the **All Activities** tab by default. The **All Activities** tab displays activities connected to the selected lead, such as status changes, outgoing messages, payments received and when the lead was archived or unarchived. Each activity includes the date, time and the staff member who was logged in when that change was made. ![lead profile](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/profile1(1).png) > [!WARNING] > Print Lead Details > > Click **Print** ![print icon](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/print%20-%20blue.svg) to print the lead’s profile information. > [!NOTE] > Add Leads > > There are two ways to add leads to the Leads feature of Procare Online: > > - Creating a registration form that is then filled out by parents/guardians > - Add a Lead manually ## Add a Lead Manually If you have a parent/guardian who has not filled out the registration form but want to include their information in your pipeline, you can manually add their information. Additional profile fields can be added to lead students and lead parents. | ![](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/faqolcrcl.png) | [Learn more about Profile Field Mapping.](/procare-online/docs/profile-field-mapping) | | --- | --- | These profile fields can then be filled out for a lead when editing a lead profile or when a parent/guardian completes a registration form. Lead profile fields can even be selected to map to student profile fields upon enrollment. | ![](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/faqolcrcl.png) | Learn more about [Profile Field Mapping for Leads](/procare-online/docs/profile-field-mapping-for-leads). | | --- | --- | 1. Go to **Enrollment > Leads** or click [Quick Actions](/procare-online/docs/quick-actions) ![quick actions icon](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/quick%20actions.svg) at the top of the window to add a new lead. 2. Click **New Lead** (or **Add Lead** if using **Quick Actions** ![quick actions icon](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/quick%20actions.svg)). ![add new lead](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/profile2(1).png) 3. Complete the **New Lead** form. Required fields are marked with an asterisk. ![new lead form](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/profile3(1).png) 4. Click **Save**. > [!WARNING] > Possibility of Duplication > > If a parent/guardian filled out the enrollment form after you have manually added them, it will create a duplicate line for the family in **Leads**. If this happens, you can [archive](/procare-online/docs/managing-lead-profiles#archive-a-lead) one of the leads. ## Edit Lead Details 1. Click **More Actions** ![more icon](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/more.svg) on the row associated with the lead. 2. Select **Edit Lead**. ![edit lead](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/profile4.png) 3. Edit the information as needed. 4. Click **Save**. > [!WARNING] > Note > > You can also edit a lead by clicking **Edit** ![edit icon](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/edit%20-%20blue.svg) in the **Lead Details** section of the profile. Leads cannot be permanently deleted. Instead, leads can be archived, which removes them from the active roster while retaining their information for future reference. ## Archive a Lead Archive records when you want to clean up your enrollment pipeline or clear duplicate records. 1. Click **More Actions** ![more icon](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/more.svg) on the row associated with the lead. 2. Select **Archive**. ![archive lead](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/profile5.png) 3. Click **Yes** to confirm that you want to archive the lead. ### View Archived Leads 1. Click **More Actions** ![more icon](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/more.svg) at the top of the window. 2. Select **View Archived**. ![view archived leads](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/profile7.png) ### Unarchive a Lead If you want to view an archived lead's profile, you must first unarchive the lead. 1. Click **Unarchive**. ![](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/profile6.png) 2. Click **Yes** to confirm that you want to unarchive the lead. ## Bulk Archive Leads To archive multiple leads at one time, use the **Bulk Archive** option. 1. Click **More Actions** ![more icon](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/more.svg) at the top of the window. 2. Select **Bulk Archive**. ![bulk archive leads](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/profile8.png) 3. Select the leads you want to archive. ![bulk select leads](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/profile9.png) 4. Click **Archive**.